Beacon Pointe’s Women’s Advisory Institute Expands to Arizona

Beacon Pointe’s Women’s Advisory Institute Expands to Arizona

(L to R) Brooke Jess, Stacy Shimp, Beckie Green, Robyn Gerke, CFP®

On June 15th, 2017, our Scottsdale-based team hosted their first Beacon Pointe’s Women’s Advisory Institute (WAI) event.  The team (photographed) engaged in conversations with a group of women on the topic of “Retirement – What it Takes.” The event presenters, including Brooke Jess, Beckie Green and Robyn Gerke CFP®, covered a variety of subjects such as Social Security strategies, investment volatility and proper asset allocation. The presentations had a recurring theme – they emphasized how the value of (early) planning for retirement can bring peace of mind.

The Beacon Pointe Arizona team is very excited about their official launch of their WAI financial education series and the altruistic endeavor of empowerment for women in the Phoenix valley.